AI Chips news and analysis on Web Pulse: 6111 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Semiconductor Manufacturing International Corp (SMIC) raised wafer prices after customer negotiations in the first quarter and will charge more for wafers processed in the third quarter, CEO Zhao Haijun said on a confere…
Tax incentives, particularly accelerated depreciation on server hardware, are a major driver of the AI infrastructure boom, according to an analysis. Companies can shield significant income from taxes by spending billion…
Nvidia has raised the price of its RTX Pro 6000 96GB Blackwell workstation GPU to $16,000, a 110% increase from its $7,600 preorder price, due to an ongoing memory shortage driven by AI demand. The company has also incre…
China's CXMT, formerly ChangXin Memory Technologies, reached a market value of $540.5 billion on Friday, making it the world's 24th-most-valuable company and just behind Intel at $552.6 billion, according to LSEG data. T…
NVIDIA's data center GPU roadmap has advanced through four major architectures—Ampere, Hopper, Blackwell, and Vera Rubin—each delivering more memory, faster interconnects, and lower-precision compute formats for AI workl…
Semiconductor Manufacturing International Corporation (SMIC) is considering adding equipment at existing factories after demand for mature-node chips used alongside AI processors exceeded forecasts, with co-CEO Zhao Haij…
AI workloads are reshaping the DRAM market, with High-Bandwidth Memory (HBM) becoming essential for training models like GPT-5. Memory manufacturers such as Samsung, SK hynix, and Micron are shifting production to HBM, c…
SMIC, China's largest chipmaker, reported second-quarter net profit of $479.2 million, more than triple the year-earlier figure, and revenue rose 36% to $3.01 billion, driven by AI demand for power and mature-node chips,…
Chinese chipmaker SMIC has increased prices on strong AI demand, according to a report. The company, officially known as Semiconductor Manufacturing International Corporation, is raising prices for its chip manufacturing…
South Korea's ICT exports jumped 140.6% year-on-year in July to $53.4 billion, the highest for any July, driven by sustained global AI chip demand, according to the Ministry of Science and ICT. Semiconductor exports surg…
Taiwan's largest DRAM maker Nanya Technology plans to quadruple its 2027 capital expenditure to over NT$200 billion ($6.2 billion) from its 2026 budget of more than NT$50 billion, betting on AI-driven memory demand. The …
Applied Materials Inc. reported third-quarter fiscal 2026 earnings of $3.50 per share on revenue of $9.12 billion, beating Wall Street estimates of $3.40 per share and $9 billion, but its stock fell more than 4% in after…
CXMT, China's largest memory-chip maker, overtook Tencent Holdings as the world's most valuable Chinese company, with its market capitalization reaching US$524 billion versus Tencent's US$510 billion, reflecting investor…
Nvidia is backing up to 25% of the residual value of its AI chips in a $500 billion financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, aiming to position GPUs as long-life infrastructur…
OpenAI launched Ultrafast on August 13, a service tier running GPT-5.6 Sol at up to 750 tokens per second, roughly 14x faster than Standard, using Cerebras' wafer-scale WSE-3 chip with 44 GB of on-chip SRAM. The tier is …
SK hynix reported record quarterly revenue and operating profit in the second quarter, surpassing KRW 100 trillion in cumulative first-half revenue for the first time, driven by AI memory demand. Ryu Hyung-keun, Research…
Advanced Micro Devices (AMD) launched a four-part debt offering on Thursday (Aug 13) that could raise between US$4 billion and US$5 billion, according to a source and terms reviewed by Reuters, as the chipmaker seeks fun…
Lam Research Corp. (NASDAQ: LRCX) announced plans to invest more than $3 billion over the next five years to expand its global R&D lab network, aiming to increase experiment capacity by more than 50%. The investment is i…
Dell's Pro Precision 5 14s AMD mobile workstation, powered by the 12-core, 24-thread AMD Ryzen AI 9 HX PRO 475 processor with a 60 TOPS NPU and Radeon 890M integrated graphics, starts at $2,253 and is available now on De…
Creative Strategies' research, powered by its CS Atlas platform, finds that the GPU tsunami in AI compute is pulling more FPGAs into rack-scale systems, with Lattice Semiconductor's FPGAs appearing on AI accelerator, net…